Choose the "Admin Mode" to manage backups or restore processes for multiple user accounts with elevated privileges.
Acknowledge the warning message indicating that the selected mode cannot be altered later.
Tick the checkbox to confirm your mode selection, then click the "Continue" button to proceed.
If your tool is not activated, then see the activation steps here. Activation Steps
The Tool provides the FAQ section in the "Activate" window itself. You can also click on "Help" button to view more details.
Once activated, you will get this screen in the "Setup" tab to select Source & Destination for backup.
You can also apply the number of users for concurrent backup. To do this, go to "Settings" tab.
Step by Step Procedure to Perform Office 365 Backup
Select “Office 365” as a source platform and “Outlook” as destination platform.
The tool does not require Outlook installation on your system. The destination simply signifies that the backup format is set to "PST".
If you want to view where OneDrive Data is sent go to step 18
In the same screen, select the categories that you want to backup from Office 365 under the Workload selection.
You have the option to proceed with a single workload too. That means Emails.
Documents.
Contacts.
Calendars can all be selected individually.
Using the Date-Range Filter option you can perform the date based selective backup of the mailbox data. Click on Next.
The emails, contacts and calendars are stored in the PST file, while the documents (docs, slides, sheets, drawings) are downloaded to your local computer.
Now in the Source Office 365 window, enter Admin Email Id for the validation of the source platform. Also, provide the Application Id created during project creation. See how to create project for Office 365. Office 365 Project Creation Settings
Once you, type Admin Email Id and Application Id press the Validate button on your right hand side.
After validating, the permissions will be granted to the source user. Click on Next.
Note: The permissions that are granted depend upon the workload you select.
Destination screen:
Now, browse the backup folder path to set the destination where PST file will be saved.
Make sure that the folder path is within 20 characters. Then press Validate
From the dropdown menu, select your PST file size preference. (By Default The Value is 40 GB.)
This value specifies a maximum size limit for each resultant PST file(s).
- For example, if you have 11 GB of data to backup and you have selected a 10 GB PST size. Then the software will create 2 PST files, one with 10 GB and another with the remaining 1 GB of data.
- As long as the exported data (11 GB), is less than the partition size (20, 30, or 40 GB), you will get a single PST file of original size.
- If you have large mailbox data to export (let’s say 200 GB), and if you select the 40 GB partition size. The tool will automatically split the data and create five separate 40 GB PST files (5 * 40 = 200 GB).
On the Users screen, there are several ways in which you can add users from the source account that needs to be processed.
- Fetch Users
- Import Users
- Download Template:
Fetch automatically gets all Users from Source domain
Import a premade CSV file containing user list.
Download option provides you with a template for creating your own CSV file.
Mark the check box next to a user to select it, set priority to critical users, toggle the show selected button and Click on Validate to authorize selected user source account(s).
Once the users are validated, click on "OK" button.
After the validation is successfully completed, click on Start Backup button from the ribbon bar to start the backup process.
The software will check your license and provide details. Click "Start" to finally start the backup.
Press ok on next window to confirm.
After successful backup, click on Download Report
- Summary Report - The summary report downloads a single report displaying all the user accounts alongwith backup details of emails, contacts, calendars and documents.
- Detailed Report - The detailed report downloads individual reports of all/selected G Suite user accounts with their backup details.
Re-Run Backup option is also provided in order to perform the backup again.
- Retry Failed Items: To backup the data which didn't download.
- Re-Run Full Backup: To perform the entire backup process again.
- Delta Backup: To backup the newly arrived data without duplication.
Check the Folder location where the data gets backed up.
Each users have their own folder. Within that folder the data is organised in the following manner.
- The Email/Contacts/Calendars/ are all present in a single PST file.
- A Documents Folder containing the OneDrive data is present
- Inside the Documents folder you get all the OneDrive data in its Original format.
Step by Step Procedure to Perform Office 365 Restore
In the same screen, select the Categories that you want to restore from Outlook under the Workload selection.
Using the Date-Range Filter option you can perform the date based selective restoration of the mailbox data. Click on Next.
You will now come to Source screen where you have to select the folder path where the Outlook PST files are stored.
You will need to put PST files in the folders (created with the name of target O365 email IDs) .
And then select the folder where you have kept the PST files as the "Backup Folder Path".
After selecting the path, click on "Validate" button to validate permissions.
Now you will come to destination screen where you need to enter Admin Office 365 Email and Application ID and validate the permissions. Steps to Get Application ID
Once Validation completes press Next
On the Users screen, there are several ways in which you can add users from the source account that needs to be processed.
Fetch Users: Tool fetches the folders name from given source location and shows them as source users name.
Import Users: This will import users through CSV.
Download Template: In this option, you can download a CSV template in which you can add source and destination users manually.
The list of users is displayed on the screen.
You can select users based on the Priority and view the Selected Users only.
After the validation is successfully completed it will show against the Destination permissions. Click on Start Restore after that.
Users can also Stop Restore if required while the restore is In Progress.
After completion of migration, click on the Download Report button to generate the detailed migration report.
The tool provides two options for downloading the reports:
Summary Report: The summary report will be a single .csv file containing migration reports of all the selected users for migration.
Detailed Report: Here, you get the option to save the detailed migration report of the mailboxes you want to. Select the mailbox and click on Download button.
Re-Run Restore option is also provided in order to perform the restore again.
- Retry Failed Items: To restore the items that were failed during the process.
- Re-Run Full Restore: To perform the entire restore process again.
- Delta Restore: To restore data from a new Outlook data file into the account.
Pick the "Standard User" mode if you want to try out/perform backup or restoration of a single user account without admin intervention.
Acknowledge the warning message that the selected application mode cannot be changed later.
Mark the checkbox to confirm the selected application mode and then hit the "Continue" button.
Skip or read through the slides/initial tutorial. Tap on the help icon in the Left menu bar to learn about any component of the tool.
Click on the Activate option with the orange dot.
Fill in the Activation code to unlock the full version.
Press Apply.
View the Activation Status and available License Count, then close the Activation window.
Step by Step Procedure to Perform Office 365 Backup
In the Standard User mode (like the Admin Mode) the default criteria is Backup, toggle the topmost switch if you want to see the restoration guide. Otherwise continue below.
In the current version of Standard User mode both source (Microsoft) as well as destination (PST) is preset. Here the classic Outlook icon represents PST file.
Note: Email attachments, and OneDrive Document backup is done in the native file format only.
Scroll to the Workload area where you can see that 4 different workloads i.e, Emails, Documents, Contact and Calendars are available and marked.
You can deselect and reselect any combination of workload you desire.
Emails:
Documents:
Contacts:
Calendars:
Each workload comes with its own Date filter selection panel. Use the calendar-based menu to add a starting and ending date for the backup. The Duration can be same or different for every workload.
Once the setup is Done click on Next.
On the Source screen you have to add and validate the single user account for backup. Office 365 User Permission Grant/Revoke Settings
Type in the Microsoft username/email and click on Sign in with M365 button.
Note: You can only add that emails/account which is registered with your organization's M365 subscription. Personal accounts ending with @(outlook.com/hotmail.com) are not valid.
A window appears; enter your Microsoft account password and press Sign in.
Your password is just being used for verification purposes and is not stored anywhere.
Under the Permissions Panel click on Accept.
Use the On-screen Validate button to see if the permissions are granted or not.
After Successful Validation click on Next.
On the Destination Screen, user needs to browse for the folder path where they want to keep a local backup of Microsoft 365 data.
From the pop window select the desired backup folder to keep the Microsoft 365 data.
Tool allows you to set different file sizes to the backup PST file.
40 GB is the Default with options to reduce it to 30, 20 or 10 GB size.
- For example, if you have 11 GB of data to backup and you have selected a 10 GB PST size. Then the software will create 2 PST files, one with 10 GB and another with the remaining 1 GB of data.
- As long as the exported data (11 GB), is less than the partition size (20, 30, or 40 GB), you will get a single PST file of original size.
- If you have large mailbox data to export (let's say 200 GB), and if you select the 40 GB partition size. The tool will automatically split the data and create five separate 40 GB PST files (5 * 40 = 200 GB).
Click on the user Validate icon to check the permissions for the selected backup folder.
After Validation is successful press Next.
In the Folders screen, click on the Fetch Workload Folders button.
This brings up an alert there click on "Continue" to fetch selected workload folders from the configured source account.
A new alert with the total count of folders appears press "OK" to close the box.
View the specific subfolders within the main "Email" folder of the user account.
View folder structure of every other Workload by visiting the respective tab
For Document:
For Contact:
For Calendar:
Select Folders within Each Workload
Emails:
Documents:
Contacts:
Calendar:
Note: Selecting the Parent folder will automatically select all child folders.
After Selection, click on Start Backup Button at top right.
In the popup click "Start" to initiate the backup process for the selected folders.
Tool indicates the successful start with a text close the box by hitting "OK".
The backup process is in progress.
Different icons indicate the status of workloads:
- A Green Tick means items have been backed up
- An Green Clock with half way dashed boundary is for the workload which is under process
- The Hourglass Icon is put on the Workload which is next in line for backup
You can stop backup in between. To do this click on Stop Backup button at top right corner.
Note: You will have to Restart the backup again.
Inside the popup confirm your request by hitting Yes
The tool ends the backup and shows an alert, click OK to close the popup.
You can refresh the Dashboard with help of the circular arrow icon at the top right.
Once all Workloads have a Green arrow then your Backup is complete.
After the first run is complete the tool offers three distinct post backup options:
- Retry Failed: For Items that could not be backed up in the first run
- Delta Backup: For items that appeared in the source account after the first backup already started
- Re Run full: In case a major issue prevented the backup from happening
User can get an automatically generated summary report of the Operation via the Download Report menu.
Select an appropriate location to keep the report.
To view the CSV report open it in any Spreadsheet program.
Step by Step Procedure to Perform Office 365 Restore
In the Standard User Mode, toggle the switch at the top to switch to the Restoration process.
The source (PST) and destination (Microsoft 365) are preset in Standard User Mode. Here, the Classic Outlook PST icon represents the source PST file for restoration.
Note: Email attachments and OneDrive document restoration are performed in their native file formats.
Scroll to the Workload Area, where the four workloads—Emails, Documents, Contacts, and Calendars—are pre-selected.
You can deselect or reselect the desired workloads:
-
Emails:
-
Documents:
-
Contacts:
-
Calendars:
Each workload allows you to configure a Date Filter. Use the calendar menu to specify the start and end dates.
Once set up, click Next.
On the Source Screen, browse and validate the folder path containing the PST files.
Select the folder containing the backup data.
Use the Validate button to confirm the path permissions.
After successful validation, a confirmation message will appear. Click Next.
On the Destination Screen, sign into your Microsoft 365 account. Office 365 User Permission Grant/Revoke Settings
Enter your email address and click Sign In.
Authenticate by entering your password.
Then click Accept under the permissions panel.
Validate your account to complete the setup.
Once the validation is done, click Next.
On the Folders Screen, click Fetch Workload Folders.
Confirm the action by clicking Continue in the alert popup.
A summary of the fetched folders will appear. Click OK to proceed.
View and select specific subfolders for each workload.
Once the selections are complete, click Start Restore.
The tool shows how many license quotas are left. Check if you have enough and proceed by clicking Start.
The tool indicates a successful start of the restoration inside the alert box. Click OK to close it.
You can stop the restoration at any time by clicking Stop Restore.
Confirm the action in the popup that appears.
The restoration progress is displayed using the following indicators:
- Green Tick: Completed workloads
- Green Clock: Workloads in progress
- Hourglass: Workloads in the queue
Once all workloads have a Green Tick, the restoration is complete.
After the restoration, you can choose from the following options:
- Retry Failed: Retry any items that failed during the restoration.
- Delta Restore: Restore only new items added to the source.
- Re-Run Full: Repeat the entire restoration process.
